Sumnicht & Associates, LLC is a Registered Investment Advisor; therefore, we are a fiduciary. Unlike a brokerage firm, we have a legal obligation to put your interests first. We provide financial, investment, and estate planning solutions that work together to support your unique needs and objectives.
Our core strength is our wealth management professionals who have extensive industry experience and are committed to superior client service. Personal service will define all aspects of your relationship with Sumnicht & Associates, LLC. By bringing together a team of specialists to support your goals, we deliver exceptional care and attention.
Our core strength is our wealth management professionals who have extensive industry experience and are committed to superior client service. Personal service will define all aspects of your relationship with Sumnicht & Associates, LLC. By bringing together a team of specialists to support your goals, we deliver exceptional care and attention.
Services
To retain a world-class team of financial professionals and support staff with the knowledge and experience to advise our clients' businesses, investments, risk, tax, estate and philanthropic objectives. 2. Our wealth management services shall simplify our clients' lives and save them time so they may fulfill their dreams, enjoy their families, serve others, and leave a legacy.
The Maltese cross is eight-pointed and has four "V" shaped arms joined together at their bases, so that each arm has two points. Its design is based on crosses used since the First Crusade. The eight points are said to symbolize eight virtues. At Sumnicht & Associates, LLC, we strive to live and work by eight similar values.
Individual retirement planning is one of the biggest investment concerns for most people. In addition, it is becoming more complicated every year because of the increase in the number of funding options, the numerous investment choices, their changing tax implications and most importantly, the increase in the number of retirement lifestyle years required to be funded.
We work with you to build and maintain a properly allocated investment portfolio with a mix of investments that will help you achieve your goals. The strategic allocation of your assets between tax-advantaged and taxable accounts adds more value. This type of investing approach offers the potential for less risk, greater tax efficiency, and a longer investment portfolio life.
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